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CIK: 0001259261
Total reported value
$452.6M
$452.6M
115 檔
16.4%
The Q4 2024 SEC filing reveals that Boston Research & Management Inc held a total portfolio value of $452.6M, covering 115 public equity positions.
During Q4 2024, Boston Research & Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | +0.27% | -0.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.19% | -0.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.15% | -0.76% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.97% | -0.55% | -2.08% | |
| 5 | ✓ | Stock-Other | 2.76% | — | -0.74% | ||
| 6 | ✓ | Stock-Other | 2.42% | — | -0.89% | ||
| 7 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.33% | -0.64% | +388.85% | |
| 8 | ✓ | Stock-Other | 2.27% | — | -0.20% | ||
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.09% | -1.14% | |
| 10 | ✓ | Stock-Other | 2.17% | — | -0.60% | ||
| 11 | ✓ | Stock-Other | 2.15% | — | -0.39% | ||
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.09% | +0.23% | -1.22% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 1.90% | -0.10% | -0.18% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.10% | -0.25% | |
| 15 | ✓ | Stock-Other | 1.86% | — | -0.83% | ||
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.83% | -0.09% | +1.03% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.78% | -0.35% | -0.33% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.73% | -0.27% | -0.04% | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.73% | +0.22% | -1.79% | |
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 1.68% | -0.15% | +0.01% | |
| 21 | ✓ | Stock-Other | 1.65% | — | -0.17% | ||
| 22 | ACN | Accenture plc | Stock-Tech | 1.60% | -0.35% | -0.27% | |
| 23 | SNA | Snap-on Inc | Stock-Industrials | 1.57% | +0.03% | -0.36% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.56% | -0.03% | +2.80% | |
| 25 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.43% | -0.04% | +0.51% | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.42% | -0.01% | +0.85% | |
| 27 | ✓ | Stock-Other | 1.39% | — | +0.55% | ||
| 28 | ✓ | Stock-Other | 1.39% | — | -0.80% | ||
| 29 | ✓ | Stock-Other | 1.35% | — | +1.27% | ||
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.34% | -0.34% | +0.65% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.31% | -0.20% | +1.11% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.22% | +2.08% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.29% | -0.10% | +2.03% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.26% | +0.02% | +2.99% | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 1.25% | +0.11% | +4.64% | |
| 36 | ✓ | Stock-Other | 1.22% | — | -0.34% | ||
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.21% | -0.16% | -0.12% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | -0.02% | -0.39% | |
| 39 | ✓ | Stock-Other | 1.19% | — | +2.40% | ||
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.19% | -0.04% | +0.08% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.14% | +0.11% | — | |
| 42 | USB | US Bancorp | Stock-Financials | 1.11% | +0.08% | +1.65% | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 1.08% | -0.10% | +2.50% | |
| 44 | ✓ | Stock-Other | 1.05% | — | +4.06% | ||
| 45 | ✓ | Stock-Other | 1.04% | — | +6.34% | ||
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +0.07% | +0.03% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 1.00% | -0.16% | -0.19% | |
| 48 | CTAS | Cintas CORP | Stock-Industrials | 0.96% | -0.05% | -2.29% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.07% | — | |
| 50 | ✓ | Stock-Other | 0.87% | — | +6.09% |
According to official SEC Form 13F filings, Boston Research & Management Inc reported a total U.S. public equity portfolio value of $452.6M across 115 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AAPL) accounted for 16.4% of total reported equity market value during Q4 2024.
During Q4 2024, Boston Research & Management Inc's top holdings by market value included IVV (4.7%)、MSFT (4.3%)、AAPL (3.5%). The largest single position, IVV, represented 4.7% of total portfolio value.
In Q4 2024, Boston Research & Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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